HBKS Wealth Advisors

Wealth Management Firm in Columbiana County, OH

Firm Info
Address: 6603 Summit Dr Floor 1, Canfield, OH 44406, USA
Phone: (330) 758-0428

Firm Size
Assets Under Management: $5.3 billion
# of Advisors: 65
# of Clients: 14,644
Client to Advisor Ratio: 225:1
Average Account Size: $364,732
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Hbks Wealth Advisors Overview

HBKS Wealth Advisors is a fee-based Registered Investment Advisory (RIA) firm that has been operating out of its headquarters in Erie, PA since 2001. As a firm providing investment advice only, they do not sell financial products and prioritize the provision of quality advice over incentivized sales. The firm offers a variety of services to its clients, inclusive of financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. Through its selection of other advisors, HBKS Wealth Advisors further extends its offering of expert financial guidance to its diverse clientele. In addition to its comprehensive services, HBKS Wealth Advisors also publishes periodicals and newsletters. Through their regular publications, the firm aims to provide relevant insights and perspectives on financial planning and investing. Whether a business owner looking to responsibly grow their funds, or an individual seeking to make the most of their resources, HBKS Wealth Advisors offers specialized expertise to suit their diverse client base's needs.

HBKS WEALTH ADVISORS caters to a diverse range of clients, including individuals, high net worth individuals, and various types of corporations. They provide comprehensive wealth management services to ensure the best possible outcome for their clients' investments. Their expert team of professionals provides personalized advice and guidance tailored to each individual client's unique needs, goals and objectives. HBKS WEALTH ADVISORS offers flexible fee structures based on the services rendered. Clients can opt for a percentage of assets under management fee, where fees are calculated based on the value of the client's assets being managed. This fee structure allows clients to benefit from the success of their investments. Alternatively, clients can choose an hourly fee structure, where they are charged for the time spent on providing investment management services. For clients looking for more specific services, such as estate planning or tax advising, fixed fees are also available. These options allow clients to choose a fee structure that best suits their financial goals and investment preferences.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of HBKS Wealth Advisors, the firm does not mention any note or information about investment minimums. It is unclear what the investment minimum is for this firm.

How This Office Can Help Columbiana County, OH Residents

HBKS Wealth Advisors offers personalized financial planning and investment management services to clients in Columbiana County, OH. Our team of experienced professionals works closely with each client to understand their unique financial goals, stressors and challenges. We then develop a customized investment strategy that is designed to help each client achieve those goals while also mitigating risk. Clients in Columbiana County, OH may face a variety of financial situations, from retirement planning to tax management, business succession planning and estate planning. HBKS Wealth Advisors offers expertise in all of these areas, along with investment management services that are designed to help clients grow and protect their wealth. We also provide ongoing education and support to help clients stay informed and confident in their financial decision-making. Whether you are looking to save for retirement, prepare for a child's education, or protect your assets for future generations, the team at HBKS Wealth Advisors is here to help you achieve your financial goals.

To view the Minimum Investment and Fee Schedule for Hbks Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Hbks Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hbks Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6603 Summit Dr Floor 1, Canfield, OH 44406, USA
Phone (330) 758-0428
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location ZUCK ROAD OFFICE PARK, 5121 ZUCK ROAD, ERIE, PA 16506, United States

This firm has no other locations.

State Registrations

Hbks Wealth Advisors is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Delaware
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Nebraska
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Vermont
  • Virginia
  • Washington

Disciplinary History

Hbks Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.